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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
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CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Aug 23, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Hold and IVIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. IVIPX (468M). CLBAX pays higher dividends than IVIPX: CLBAX (1.82) vs IVIPX (1.15). CLBAX was incepted earlier than IVIPX: CLBAX (25 years) vs IVIPX (17 years). IVIPX (1.31) is less costly to investors than CLBAX (0.58). IVIPX is a more actively managed with annual turnover of: 126.00 vs. CLBAX (50.00). IVIPX has a lower initial minimum investment than CLBAX: IVIPX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.63 vs. IVIPX (8.13). CLBAX return over 5 years is better than : 35.82 vs. IVIPX (-28.54).
| CLBAX | IVIPX | CLBAX / IVIPX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.31 | 44% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 10.098 | 2.338 | 432% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 468M | 60,470% |
| Annual Yield % from dividends | 1.82 | 1.15 | 158% |
| Returns for 1 year | 12.63 | 8.13 | 155% |
| Returns for 3 years | 45.00 | -9.10 | -494% |
| Returns for 5 years | 35.82 | -28.54 | -126% |
| Returns for 10 years | 94.05 | -7.14 | -1,317% |
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